Inflation Is Hot, and Stocks Are Cold. Now the Fed Needs to Rethink Its Rosy Projections.

Sometimes Occam’s razor can cut painfully.

The analysis of financial markets can involve an endless array of variables, requiring rocket scientists running supercomputers. Yet Occam’s principle that the simplest explanation is often the best can often clarify an investor’s thinking.

To wit: Inflation is too high, which means interest rates…

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